Filed July 10, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FMR LLC Service code 28 · EIN 04-3532603 | Investment Management | $765,270 |
ARROWSTREET CAPITAL7 years Service code 28 · EIN 98-1239974 | Investment Management | $269,920 |
MERCER8+ years Filed as: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $228,798 |
THE BANK OF NEW YORK MELLON8+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $146,685 |
Filed as: HOISINGTON INVESTMENT Service code 28 · EIN 74-2126765 | Investment Management | $86,221 |
FAYEZ SAROFIM & CO8+ years Service code 28 · EIN 74-1312679 | Investment Management | $66,875 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $56,650 |
BARES CAPITAL MANAGEMENT INC8+ years Filed as: BARES CAPITAL MANAGEMENT, INC. Service code 28 · EIN 74-2961140 | Investment Management | $46,309 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT Service code 28 · EIN 95-1079000 | Investment Management | $41,708 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 9.13% | 13.18%-4.0pp | 32.33%-23.2pp | 13.18%-4.0pp |
| Employer contribution / active EE | $6,116 | $8,469-27.8% | $33,964-82.0% | $8,469-27.8% |
| Participant deferral / active EE | $0 | $322-100.0% | $43-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |